Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS LLC 01-11-2024 12-31-2023 133 385,007,945
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANECK IG FLOATING RATE ETF ETF 1 $37,229,217 1,480,287 0.01 0.01 -347,772 -19.02 12-31-2023
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF ETF 2 $29,342,989 862,775 0.01 0.01 -7,714,314 -89.94 12-31-2023
VANGUARD DIVIDEND APPRECIATION ETF ETF 3 $29,171,843 171,196 0.01 0.01 41 0.02 12-31-2023
SPDR PORTFOLIO S&P 500 VALUE ETF ETF 4 $27,332,100 586,148 0.01 0.01 38,914 7.11 12-31-2023
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